Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

9. Check if this filing amends a previously filed version of this report

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code BUD

16. Specific lobbying issues

Discussed issues in FY2017 budget.
S.3040, S.2844, H.R. 5394, S.2837, H.R. 5394, S. 3067, H.R. 5485, S. 2956, H.R. 5054, H.R. 5325 - Lobbied in support of various federal programs serving seniors, including nutrition assistance, medical care, supportive services, family caregiver and energy assistance, housing rental assistance, among other programs.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code HCR

16. Specific lobbying issues

S. 709, H.R. 1270, Restoring Access to Medication Act - Supported bill.
H.R. 3590, Halt Tax Increases on the Middle Class and Seniors Act - Meetings, calls and emails urging support.
Discussed the Fair Medical Billing Act.
Discussed Medicare Advantage, Medicare Supplemental and employer health insurance.
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid.
Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives.
Discussed Older Americans Act home and community-based services program funding for FY2017.
S. 2956, H.R. 5054 - Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP)and related changes under the 2014 farm bill.
S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations, FY2017 - Lobbied for funding support for various health and health care related programs serving seniors.
S.3111, Seniors Tax Hike Prevention Act - Discussed medical expense deduction for the 65 plus population.
Advocated on the issue of limited age rating for private health insurance.
S. 3335, H.R. 6043, FAIR Drug Pricing Act - Supported bill.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Natl Institutes of Health (NIH)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code FAM

16. Specific lobbying issues

H.R. 711, The Equal Treatment of Public Servants Act - Supported, lobbied and testified on behalf of bill.
Lobbied House and Senate members on Social Security solvency.
S. 1719, H.R. 3099, RAISE Family Caregivers Act - Urged cosponsorship and House passage of legislation.
S. 2759, H.R. 4708, Credit for Caring Act - Urged co-sponsorship. Discussed family caregivers and medical training, state legislation and federal regulations.
Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act.
S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations, FY2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs.
S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Discussed support of bill.
Discussed elder abuse registry bill.
Discussed Family Caregiving Across Subpopulations Hill briefing and held briefing on family caregiving for people with Alzheimer's/dementia, intellectual/development disabilities, veterans and people with mental health needs.
Discussed and urged Member offices to join Assisting Caregivers Today (ACT) Caucus.
Discussed Prepare to Care, family caregiving, and brain health.
H.R. 2668, National Care Corps Act - Discussed bill as well as long-term services and supports financing, and ACT Caucus.
Discussed National Family Caregiver Support Program.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Veterans Affairs - Dept of (VA), Social Security Administration (SSA), Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Labor - Dept of (DOL)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code MMM

16. Specific lobbying issues

Discussed structural changes to Medicaid.
Discussed health care quality and measurement.
Discussed changes to the Medicare benefit design, such as copays, premiums and deductibles.
S. 1083, H.R.2005 - Discussed legislation to require drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
S. 1488, H.R. 2624, Part D Beneficiary Appeals Fairness Act - Discussed bill that would allow seniors to appeal the placement of their medications on a Medicare Part D specialty tier.
Discussed Medicare Part D fraud and abuse legislation including lock-in provisions for high risk enrollees.
Discussed legislation to require the addition of unique device identifier (UDI) of medical devices in health insurance claim forms.
S. 624, H.R.1220, Removing Barriers to Colorectal Cancer Screening Act - Discussed bill.
S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations bill, FY2017 - Lobbied in support of increased funding for CMS' state survey and certification program.
Discussed the Medicare Part D prescription drug benefit program and changes needed to lower prescription drug costs and related agency proposed rule changes.
H.R. 5122 - Discussed the Medicare Part B prescription drug demonstration proposal from the Centers for Medicare and Medicaid Services.
Discussed potential benefit and coverage improvements under Medicare and Medicare Savings Programs.
Discussed Section 1115 Medicaid expansion demonstration waivers (HHS, CMS).
H.R. 2759, Mental Health Access Improvement Act - Discussed support of bill.
Discussed MACRA implementation.
Discussed Medicare enrollment and coverage issues such as: provider access, direct billing and penalties.
Discussed DOJ investigation regarding Olmstead and ADA violations by South Dakota (DOJ, ACL) and related public events. Discussed Olmstead enforcement and older adults at roundtable discussion.
S. 3096, Removing Barriers to Person-Centered Care Act of 2016 - Discussed and provided feedback. Discussed possible hearing witnesses.
Responded to inquiry regarding MACRA rules and value modifier.
H.R. 3298, Post Acute Care Value Based Purchasing Act - Discussed and provided feedback.
Discussed arbitration provision in LTC facility requirements proposed rule (OMB, CMS, HHS).
Responded to inquiry on Virtual Caregiving Fair.
PL 111-148 - Discussed ACA Medicaid HCBS spousal impoverishment provisions.
Responded to inquiry on state nursing home legislation.
Discussed Medicaid assisted living, HCBS setting rule and follow-up (GAO).
Discussed Medicare home health (CMS).
Urged support for family caregivers in Medicare and Medicaid and testing modeling.
Signed letter to CMS regarding arbitration in LTC facility requirements rule.
Discussed family caregiver assessment guidance (CMS).
Attended PPI home health roundtable with staff from HHS.
Responded to a question about a scorecard and letters to CMS.
Responded to an inquiry regarding an arbitration regulatory provision.
Responded to an inquiry regarding personal needs allowances.
Discussed Medicaid functional assessment tools, family caregiver assessment, and follow-up(GAO).
Responded to inquiries regarding Medicaid managed long-term services and supports, best practices, and state ombuds programs.
S. 3130, Independence at Home Act - Discussed and sent AARP endorsement letter for bill

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), U.S. Trade Representative (USTR), Government Accountability Office (GAO), Health & Human Services - Dept of (HHS), Congressional Budget Office (CBO)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code PHA

16. Specific lobbying issues

H.R.6 - Discussed the House Energy and Commerce Committee 21st Century Cures Initiative and Senate HELP Committee efforts focused on drug and medical device innovation issues.
S. 31, H.R. 3061 - Discussed the importance of potential savings to both consumers and the federal government of granting Secretarial negotiating authority to the HHS Secretary under Medicare Part D.
S. 2019 - Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market.
S. 3094, H.R. 5573 - Discussed legislation to reduce the market exclusivity period for biologic drugs.
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs.
S. 3335, H.R. 6043 - Discussed the need for price transparency on prescription drug prices and comparativeness effectiveness research.
Discussed legislation to address the opioid abuse epidemic including fraud and abuse provisions. Discussed opioid issues generally.
S. 3056 - Discussed legislation to address abuse of Risk-Evaluation and Mitigation Strategies (REMS) by brand name drug companies to block lower-cost generic drugs from entering the market.
S. 3455 - Discussed legislation to allow temporary importation authority in cases of drug shortages and non-competitive markets.
S. 2956, H.R. 5054, H.R. 5325, Agriculture Appropriations, FY2017 - Lobbied in support of FDA funding.
H.R. 6043, FAIR Drug Pricing Act - Supported bill to require manufactures of certain drugs and biological products to report to HHS price increases that result in a 10% or more increase in the price of a drug over a 12 month period.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Food & Drug Administration (FDA), Health & Human Services - Dept of (HHS), Commerce - Dept of (DOC)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code GOV

16. Specific lobbying issues

H.R. 3779 - Discussed bill to restrict the inclusion of Social Security account numbers on documents sent by mail by the federal government.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code LBR

16. Specific lobbying issues

S. 2943, H.R. 4909, National Defense Authorization Act for FY2017 - Opposed provisions that exempt defense contractors from the Fair Pay and Safe Workplaces Executive Order.
S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Supported bill.
Discussed support of DOL rule for state retirement savings and city/municipal retirement savings.
S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations bill, FY2017 - Lobbied in opposition to policy riders adverse to AARP interests, including several fair labor standard and financial security policy riders.
Discussed elder care and family caregiving (DOL).

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code WEL

16. Specific lobbying issues

S. 3040, Labor, Health and Human Services Appropriations, FY 2017 - Lobbied to increase nutrition, supportive services and home energy assistance for low-income seniors.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code CIV

16. Specific lobbying issues

S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Supported bill.
S. 2943, H.R. 4909, National Defense Authorization Act for FY2017 - Opposed provisions that exempt defense contractors from the Fair Pay and Safe Workplaces Executive Order.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code RET

16. Specific lobbying issues

H.R. 2317, Lifetime Income Disclosure Act - Discussed bill.
S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations bill, FY 2017 Discussed potential hostile riders concerning DOL fiduciary duty rules with House and Senate Appropriations Committee staff.
Discussed SSA FY 2017 and FY 2018 funding levels (SSA, OMB).
Discussed Social Security, SSDI, retirement savings issues, multiemployer pension issues, fiduciary duty issues and retirement fees (House, Senate).
Discussed multiemployer pension issues (WH, PBGC, Treasury, DOL).
Discussed state sponsored non-ERISA plans (OMB).
Testified before House Education and Workforce Subcommittee on Chairman Kline multiemployer reform draft legislation.
Submitted comments to the ERISA Advisory Council on Lifetime Income.
Discussed Take A Stand social security campaign.
H.R. 711, Equal Treatment of Public Servants Act - Supported bill.
Discussed long term care insurance roundtable (Treasury).

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), White House Office, Pension Benefit Guaranty Corporation (PBGC), Treasury - Dept of, Office of Management & Budget (OMB)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code FIN

16. Specific lobbying issues

Discussed regulatory reform with Senate Banking Committee staff.
Discussed potential SEC rule with Senate Banking Committee staff.
Discussed regulatory reform with Senate staff.
S. 3067, H.R. 5485, H.R. 5325, Financial Services & General Government Appropriations bill, FY 2017 - Discussed potential hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC), Labor - Dept of (DOL)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TRA

16. Specific lobbying issues

H.R. 22, FAST Act - Discussed implementation of the Safe Streets provision. Met with Department of Transportation officials and staff regarding implementation of FAST Act provisions related to pedestrian safety and access.
S. 2844, H.R. 5394, H.R. 5325, Transportation, Housing and Urban Development Appropriations, FY2017 - Lobbied in support of bill report language regarding Safe Streets provision in FAST Act, housing rental assistance, among other programs.
Discussed autonomous vehicles.
Discussed implementation of FAST Act provisions for pedestrian and bicycle safety and access with DOT staff.
Attended CMS meeting regarding non-emergency medical transportation.
Attended DOT Safe People Safer Streets summit.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Federal Transit Administration (FTA)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TAX

16. Specific lobbying issues

S. 2759, H.R. 4708, Credit for Caring Act - Urged co-sponsorship of the bill, discussed bill supporters, and responded to inquiries.
H.R.3590, Halt Tax Increases for Seniors Act - Discussed bill.
S. 3111, Senior Tax Prevention Hike Act - Discussed bill.
S. 3067, H.R. 5485, H.R. 5325, Financial Services & General Government Appropriations bill, FY 2017 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TRD

16. Specific lobbying issues

Discussed the Trans Pacific Partnership (TPP) trade agreement and intellectual property chapter provisions on pharmaceuticals.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, U.S. Trade Representative (USTR)

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code DEF

16. Specific lobbying issues

S. 2943, H.R. 4909, National Defense Authorization Act for FY2017 - Opposed provisions that exempt defense contractors from the Fair Pay and Safe Workplaces Executive Order.

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

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Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

21. Client new principal place of business (if different than line 20)

22. New General description of client’s business or activities

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

ISSUE UPDATE

24. General lobbying issue that no longer pertains

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

FOREIGN ENTITIES

27. Add the following foreign entities:

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization